Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AFS
6126
AFG Fiduciary Services
Massachusetts
$148M +$4.69M +3% 83
EAM
6127
Exome Asset Management
New York
$148M +$35.6M +32% 82
WFS
6128
Walker Financial Services
Kentucky
$148M +$20M +16% 30
GWM
6129
Global Wealth Management
New Jersey
$148M 26
SR
6130
Syntax Research
Florida
$148M +$21.4M +17% 200
SP
6131
Successful Portfolios
Florida
$148M +$4.67M +3% 169
SC
6132
Stephenson & Company
California
$148M +$12.9M +10% 39
BFM
6133
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 42
SMF
6134
Sterling Manor Financial
New York
$148M +$16.3M +12% 31
NWMG
6135
National Wealth Management Group
Ohio
$148M +$16.4M +12% 172
WWC
6136
Waypoint Wealth Counsel
Georgia
$148M +$16.9M +13% 104
RA
6137
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 36
LTL
6138
Lowery Thomas LLC
California
$147M +$10.3M +8% 53
SSCM
6139
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 29
ATC
6140
Advantage Trust Company
Kansas
$147M +$8M +6% 177
EWS
6141
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 119
GAA
6142
Guardian Asset Advisors
Pennsylvania
$147M +$11.1M +8% 104
SIA
6143
Stegner Investment Associates
Kentucky
$147M +$8.16M +6% 24
NRWA
6144
North Ridge Wealth Advisors
Oregon
$147M +$15.4M +12% 43
LFASL
6145
Lugano Financial Advisors SA (LFA)
Switzerland
$147M +$15.8M +12% 186
VOMP
6146
Vision One Management Partners
Florida
$147M -$63.9K -0% 8
HIA
6147
Harvest Investment Advisors
Florida
$147M +$11.4M +8% 56
FHC
6148
Fort Henry Capital
West Virginia
$147M +$8M +6% 16
CB
6149
Chris Bulman
California
$147M +$676K +0.5% 406
ASI
6150
Advisory Services & Investments
Oregon
$147M +$2.98M +2% 41